What is Apex?
Apex is a data-led customer intelligence company built on the idea that if you know ‘why’ customers are (or aren’t) buying with you, you can do something about it. We use a blend of AI, behavioral science, analytical horsepower, and expert support to identify and quantify specific opportunities to achieve customer growth that are realistic for your business now and in the future.
Our proprietary technologies and methodologies intentionally apply a combination of AI and machine learning capabilities with human expertise to enhance speed, accuracy, and confidence in our work products ensuring superior outcomes for you. Apex combines the best of human expertise and assistive AI.
Why should I use Apex?
Designed to support your organizational strategies, Apex is for anyone with a clear mandate to acquire, grow, retain, or win back high-value customers as quickly and efficiently as possible.
How do I get started with Apex?
Your entrypoint into Apex is the training of a model that codifies what Motivates your customers, according to decades of a behavioral science, to advocate for and use your products and services. This baseline model is trained using a specialized survey issued to a strategic cross-section of your customers and prospects that we will help you set up for the best results.
Any data you currently have on hand – demographic, transactional, and behavioral – is layered in to create a full picture of your opportunities to intervene against your mandates and differentiate among your competitors.
At this point, Apex is ready with new Motivational insights that implicate Marketing, Communications, Product, Operations, and more. It is able to simulate and reverse-engineer the most important interventions that will yield results against your business challenges.
What kind of data do you need?
As a starting point, Apex conducts a quick model training survey (minimum 300 responses) to outline the behavioral-science driven purchase motivations of your customers. This survey can be conducted fully by us, or embedded within an existing survey framework. The collected data is then combined with any other transactional, behavioral, research, or demographic data you have to create various paths to improved customer value, highlighting where simple interventions can help you drive quantifiably more business.
If you don’t have much supplementary customer data – no problem – we can include some self-reported data in the training survey, and still get highly unique and valuable results.
Who should use Apex?
Apex works best in competitive categories on behalf of organizations with databases of at least 5000 customers / donors / members, looking to grow business through metrics like conversion, cross-sell, churn / retention, win back, etc.
The intelligence Apex provides is designed to implicate Marketing, Operations, Customer Experience (CX), Communications and Brand, Customer Service, and Product. Apex can always be connected also into Finance and KPIs as we believe it is imperative to measure the incremental value you are creating.
How do I interpret Apex results?
All insights, analytics, and intelligence results will primarily be delivered via our online platform and optionally augmented with guidance from our team of category experts. Some clients require a more bespoke solution, and we happily serve them with customized reports and deliverables as required. Contact us to build the right combination of DIY and support. Our goal is to ensure Apex is driving incremental value for your business and achieving a maximum ROI.
How secure is my data and where is it stored?
Apex takes your privacy seriously as an organization working with individuals from around the world. Each project and Apex platform instance is handled with the utmost care and aligns with the principles and requirements of the EU’s GDPR and local privacy regulations. We uphold the most stringent requirements from these privacy regulations to ensure that your Personal Information is protected to the highest possible standards in support of industry best practices.
Data we process is stored in North America on the AWS cloud infrastructure.
You can view and request information on our real-time status and progress towards new certifications by visiting our trust center.
How does Apex use AI?
Our proprietary technologies and methodologies intentionally apply a combination of AI, machine learning (ML), and human expertise to optimize speed, accuracy, and confidence in our work products ensuring superior outcomes for both Apex and its clients.
- Machine Learning for Predictive Intelligence
a) Apex uses ML-driven algorithms to correlate, quantify, bin, and perform predictive analytics based on datasets that include bespoke motivational drivers relevant to a target audience.
b) By applying pattern recognition techniques, Apex can anticipate shifts in customer behavior and recommend the most effective strategies for retention, acquisition, and growth. - Extended Text Analysis AI
a) Apex applies familiar text and feedback aggregation models for sentiment analysis, topic analysis, and contextual relevance.
b) Apex extends these familiar capabilities by mathematically linking these text analysis outputs to motivational datasets, filtering out noise and prioritizing high-impact insights. - AI-Powered Data Processing & Automation
a) AI automates labor-intensive tasks, such as data transformation, cleansing, and filtering, allowing for faster, cleaner analysis.
b) Apex ensures security and compliance through AI-powered data governance protocols.
c) AI helps remove subjectivity from data-driven recommendations, allowing human expertise to focus on strategic creativity rather than manual tasks. - Generative AI for Industry Research & Strategic Planning
a) Generative AI is used in the final stages of Apex’s methodologies to inspire executive strategy-building.
b) AI-driven research aids market trend analysis and can support the creation of collaborative executive action plans.
By combining AI-powered automation, advanced ML models, and human-led expertise, all with a comprehensive input that includes motivational data, Apex delivers precision, scalability, and agility, making data-driven decision-making smarter, faster, and more impactful.
How much does Apex cost?
Because we believe that there is both art and science to creating bespoke, confident intelligence for our clients, we like to assess each one specifically. When we build the right engagement structure together with you, we consider how we can enhance the following factors:
- Your goals
- Your data-readiness
- Your current practices
- Any existing KPIs, market research being watched/used
- Your team size, skills, and bandwidth
- Your industry
Based on these, we can confidently build an engagement together that introduces Apex to your organization.
